What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
Lucigerma / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
Here’s what you still have time to do
Aire Images | Moment | Getty Images As the calendar winds down, there is still time for certain…
Only 27% Think They’ll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People
Patricio Nahuelhual / Getty Images Many retirees say they can’t absorb a surprise expense. Here’s what experts suggest.…
These big 401(k) changes are coming in 2026 — what it means for you
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which…
Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
Overlooking beneficiary designations is a big IRA mistake: attorney
mapodile | E+ | Getty Images LAS VEGAS — Millions of households have individual retirement accounts, and simple…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Here’s What My Wealthy Retiree Clients Splurge and Save On
The wealthy often play by a different set of rules. While most retirees watch every dollar, high-net-worth individuals…
I Asked a Financial Planner How To Retire Comfortably on $500K: Here’s What He Said
Retiring on $500,000 may sound unrealistic, but is it possible with careful planning? A half-million-dollar nest egg could…